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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,933 | $58,099-91.5% | $76,902-93.6% | $75,177-93.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.91%-37.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $4,933 | $1,996+147.2% | $2,534+94.7% | $2,671+84.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,479-100.0% | $5,651-100.0% |